Front-End UI/UX

Enjoy the powerful tools and features within the SMArtX interface with no coding or development necessary. Our out-of-the-box platform starts streamlining operations on day one, while our team of developers continually handles updates and feature enhancements throughout your platform usage.

How It Works

Our SMArtX technologies come pre-built with the best features for usability and compliance, meaning your firm does not need to make any adjustments or customizations. If you want to launch a turnkey managed account platform quickly rather than piecing together web components or APIs, we have you covered.

Private-Label Front-End Platform

Rolling out our private-label platform means your advisors and clients will never see the “SMArtX” logo unless you want them to. The platform will look like it belongs to your firm, using your logos, colors, fonts, and other brand elements.

End-to-End Managed Account Solution

SMArtX is preconfigured to handle account opening, proposals, trading, and reporting immediately. Our developers handle all of the complex processes involved in portfolio management and data integration so that you and your clients can reap the benefits.

No Development Required

No need to hire developers, build custom screens, or even worry about maintenance. We take care of the entire back-end for you automatically so you can enjoy a consistent experience with our technology.

What You Gain

Our front-end UI/UX might be right for you if you prefer a completely hands-off, done-for-you experience. When you leverage our private-label front-end platform, you gain the following.

Fast, turnkey deployment: Start using SMArtX’s features immediately without spending time on coding or custom development.
Complete functionality: Everything advisors need is built directly into the SMArtX platform, from proposal generation to performance reporting.
Consistent, advisor-friendly experience: SMArtX features a modern interface designed for seamless workflows and ease of use, allowing advisors with minimal experience to navigate the platform effortlessly.
Zero maintenance burden: SMArtX handles all security updates, feature enhancements, and bug-fixes automatically, so your technology consistently works exactly how you need it to.